401(k) · DOL Form 5500 · 2022

Bentley School, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
126
Participants Small participant base
83rd
Percentile by assets National rank
$235,680
Avg per participant Above avg balance/head
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Official DOL plan name: Bentley School Defined Contribution and Tax-Deferred Annuity Plan · Sponsored by Bentley School, Inc. · California · Educational Services

$30M in assets, 126 participants

Bentley School, Inc.'s Bentley School Defined Contribution and Tax-Deferred Annuity Plan reported $30M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,760 in Educational Services (4,024 peers)

Coverage in California

Bentley School Defined Contribution and Tax-Deferred Annuity Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $30M.

#2,760
in Educational Services (4,024 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bentley School Defined Contribution and Tax-Deferred Annuity Plan's outsized position by total assets

Bentley School Defined Contribution and Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,695,632 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bentley School Defined Contribution and Tax-Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bentley School Defined Contribution and Tax-Deferred Annuity Plan sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 941700304 · Bentley School, Inc. PY 2022 · 401(k)

Bentley School Defined Contribution and Tax-Deferred Annuity Plan · $30M · 126 · 83rd

  • EOY $30M
  • EOY 126
  • EOY 83rd
  • EOY 401(k)
  • EOY near Pen-Link, Ltd. 401(k) Plan
  • EOY ind #2760

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →

Bentley School Defined Contribution and Tax-Deferred Annuity Plan in the asset neighbourhood

Bentley School Defined Contribution and Tax-Deferred Annuity PlanBentley School Defined Contr…$30MPen-Link, Ltd. 401(k) Plan$30MQ Corporate Holdings Retirement and Savings PlanQ Corporate Holdings Retirem…$30MSkc, Inc. 401(k) Profit Sharing PlanSkc, Inc. 401(k) Profit Shar…$30MAi Signal Research, Inc 401(k) Profit Sharing Plan and TrustAi Signal Research, Inc 401(…$30M
End-of-year total assets ($M) among Bentley School Defined Contribution and Tax-Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN941700304
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bentley School, Inc.)

Sponsor-wide plan assets over time

All Bentley School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.594754406978105% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.7M $39.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 126 $30M
2023 1 130 $35M
2024 1 134 $39M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bentley School Defined Contribution and Tax-Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bentley School Defined Contribution and Tax-Deferred Annuity Plan, Total assets ($B): 0.029695632 · Participants: 126Bentley School Defined Contribution and Tax-Deferred Annuity PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bentley School Defined Contribution and Tax-Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

Bentley School Defined Contribution and Tax-Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pen-Link, Ltd. 401(k) Plan in NE ($30M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bentley School Defined Contribution and Tax-Deferred Annuity Plan assets move in 2022?
Bentley School Defined Contribution and Tax-Deferred Annuity Plan grew at a solid clip - up 10.9% during 2022, from $27M to $30M. Reported net income was $3M.
How have Bentley School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bentley School, Inc.'s sponsor-wide assets grew 31.6%, from $30M to $39M.
Where does Bentley School Defined Contribution and Tax-Deferred Annuity Plan rank by assets among Form 5500 filers?
Bentley School Defined Contribution and Tax-Deferred Annuity Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bentley School Defined Contribution and Tax-Deferred Annuity Plan?
Among 401(k) plans in other states, the closest by assets is Pen-Link, Ltd. 401(k) Plan in NE ($30M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Bentley School Defined Contribution and Tax-Deferred Annuity Plan?
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants, N/A in assets).